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Original filing (PDF)20251009081257NAL0003731939002
BOARD OF TRUSTEES OF THE S.E.I.U. NATIONAL INDUSTRY PENSION FUND
Form 5500
FILING_RECEIVED
S.E.I.U. NATIONAL INDUSTRY PENSION FUND
Defined-benefit pension plan
Signals · 3
100% in single holdingNo recordkeeper disclosed65 service providers
Active participants
98,200
Accounts w/ balance
—
Plan assets (EOY)
$1.7B
Net assets (EOY)
$1.7B
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Interest in SEIU Pension Plans Master Trust Master Trust N/A N/A N/A" is 100% of plan.
- 47 bps in Schedule C fees — 831% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES OF THE S.E.I.U. NATIONAL INDUSTRY PENSION FUND.
Plan sponsor
Name
BOARD OF TRUSTEES OF THE S.E.I.U. NATIONAL INDUSTRY PENSION FUND
EIN
52-6148540
Address
1800 MASSACHUSETTS AVE., NW, #301 · WASHINGTON, DC · 200361216
Phone
(202) 730-7500
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
CALIBRE CPA GROUP PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
65 rowsTrustee
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JAYRON MARTINEZ AVILA | 52-6148540 | — | TRUSTEE | $12K | — |
| MARK SHARWOOD | 52-6148540 | — | TRUSTEE | $6K | — |
| EDWARD MANKO | 52-6148540 | — | TRUSTEE | $5K | — |
Other
62| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BREDHOFF & KAISER | 52-0969534 | — | NONE | $1.2M | — |
| PGIM REAL ESTATE | — | MADISON, NJ | NONE | $766K | — |
| SCHULTHEIS & PANETTIERI, LLP | 13-1577780 | — | NONE | $640K | — |
| THE SEGAL COMPANY | 13-1835864 | — | NONE | $447K | — |
| WITHUMSMITH+BROWN, PC | 22-2027092 | — | NONE | $353K | — |
| AMALGAMATED EMPLOYEES BENEFITS AD | 13-3432221 | — | NONE | $327K | — |
| STATE STREET GLOBAL ADVISORS | 81-4017137 | — | NONE | $261K | — |
| NATIONAL INVESTMENT SERVICES | 84-3937993 | — | NONE | $219K | — |
| MARQUETTE ADVISORS | 36-3485298 | — | NONE | $198K | — |
| UNION LABOR LIFE INSURANCE | 13-1423090 | — | NONE | $182K | — |
| BRITTANY MACOMBER | 52-6148540 | — | EMPLOYEE | $123K | — |
| MEYER, UNKOVIC & SCOTT | 25-1008021 | PITTSBURGH, PA | NONE | $107K | — |
| MICHAEL SHELTON | 52-6148540 | — | EMPLOYEE | $103K | — |
| TSEGAW MENGISTU | 52-6148540 | — | EMPLOYEE | $94K | — |
| DONNA JOSEPH-MUNROE | 52-6148540 | — | EMPLOYEE | $87K | — |
| KISHA HUMPHRIES | 52-6148540 | — | EMPLOYEE | $86K | — |
| ASMA RHELJARI | 52-6148540 | — | EMPLOYEE | $86K | — |
| TARNYA SHORTER | 52-6148540 | — | EMPLOYEE | $85K | — |
| JEQUILA RANDALL | 52-6148540 | — | EMPLOYEE | $84K | — |
| MOLLY ELIZABETH PERFETTO | 52-6148540 | — | EMPLOYEE | $83K | — |
| SHARON MARSHAL | 52-6148540 | — | EMPLOYEE | $82K | — |
| MELLON CAPITAL MANAGEMENT | 25-6078093 | — | NONE | $82K | — |
| TIJUANNA THOMAS | 52-6148540 | — | EMPLOYEE | $81K | — |
| JAIME RAMIREZ | 52-6148540 | — | EMPLOYEE | $81K | — |
| BETSY BLOUNT | 52-6148540 | — | EMPLOYEE | $81K | — |
| BAIRD | 39-6037917 | — | NONE | $80K | — |
| VIRGINIA CARR | 52-6148540 | — | EMPLOYEE | $79K | — |
| PENSION BENEFIT INFORMATION, LLC | 94-2856521 | — | NONE | $78K | — |
| JONNEA ALEXANDRIA BIRDINE | 52-6148540 | — | EMPLOYEE | $72K | — |
| TERI GRIFFIS | 52-6148540 | — | EMPLOYEE | $72K | — |
| JASON WHEELER | 52-6148540 | — | EMPLOYEE | $70K | — |
| AKILAH BRATHWAITE | 52-6148540 | — | EMPLOYEE | $70K | — |
| RHUMBLINE ADVISORS | 04-3118582 | — | NONE | $69K | — |
| IKEOLUWA ADEOLA | 52-6148540 | — | EMPLOYEE | $69K | — |
| ALEM BEKELE | 52-6148540 | — | EMPLOYEE | $69K | — |
| MUZHGAN SHAHSAWAR | 52-6148540 | — | EMPLOYEE | $69K | — |
| EUNICE WASHINGTON | 52-6148540 | — | EMPLOYEE | $68K | — |
| CALIBRE CPA GROUP, PLLC | 47-0900880 | — | NONE | $67K | — |
| SIMI JUSTIN | 52-6148540 | — | EMPLOYEE | $66K | — |
| PUGH CAPITAL | 91-1522082 | — | NONE | $65K | — |
| AMALGAMATED BANK | 13-4920330 | — | NONE | $64K | — |
| HEIDY CUPIDO | 52-6148540 | — | EMPLOYEE | $63K | — |
| JEFFREY FIGUEROA | 52-6148540 | — | EMPLOYEE | $58K | — |
| AUBIN NGONGBA | 52-6148540 | — | EMPLOYEE | $57K | — |
| NICOLE HORTON | 52-6148540 | — | EMPLOYEE | $57K | — |
| DONNA SHUKES | 52-6148540 | — | EMPLOYEE | $55K | — |
| LOOP CAPITAL ASSET MANAGEMENT | 36-4164012 | — | NONE | $51K | — |
| LUCAS BALBERCHAK | 52-6148540 | — | EMPLOYEE | $50K | — |
| LEAH MCKENZIE | 52-6148540 | — | EMPLOYEE | $48K | — |
| LAVITA SMALLWOOD | 52-6148540 | — | EMPLOYEE | $46K | — |
| SAREESE O'REILLY | 52-6148540 | — | EMPLOYEE | $44K | — |
| LM CAPITAL GROUP | 30-0057833 | — | NONE | $41K | — |
| JONAS GUDJONSSON | — | WASHINGTON, DC | NONE | $39K | — |
| SEGAL SELECT INSURANCE | 46-0619194 | — | NONE | $35K | — |
| GALLAGHER FIDUCIARY ADVISORS | 36-4291971 | — | NONE | $34K | — |
| PARAMETRIC DEFENSIVE EQUITY | 45-2531297 | MINNEAPOLIS, MN | NONE | $34K | — |
| MIRIAM GIBBS | 52-6148540 | — | EMPLOYEE | $30K | — |
| BACARI LEA | 52-6148540 | — | EMPLOYEE | $21K | — |
| MOONEY GREEN SAIDON MURPHY & WELCH | 52-1958229 | — | NONE | $20K | — |
| SEGAL MARCO ADVISORS | 13-2646110 | — | NONE | $18K | — |
| JAMALL MARSH | 52-6148540 | — | EMPLOYEE | $17K | — |
| CYNTHIA EVANS | 52-6148540 | — | EMPLOYEE | $17K | — |
Investments
1 pooled fund· $1.7B(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEIU PLAN MASTER TRUST BOARD OF TRUSTEES PLAN MT · EIN 56-6680924 / PN 001 | Master Trust | — | $1.1B | $1.7B | 98.2% |